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Emergent Wealth Advisors, LLC: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Emergent Wealth Advisors, LLC on VYM, newest first. How the timeline and the estimate are built.

Emergent Wealth Advisors, LLC held 3,976 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,976 shares
    Change vs previous 13F +19 shares

    0.32% of the 13F portfolio, value $617,030.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,957 shares
    Change vs previous 13F -6 shares

    0.33% of the 13F portfolio, value $625,383.

    13F-HR 0001754960-26-000491 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 3,963 shares
    Change vs previous 13F +120 shares

    0.35% of the 13F portfolio, value $586,936.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,843 shares
    Change vs previous 13F +338 shares

    0.31% of the 13F portfolio, value $551,531.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,505 shares
    Change vs previous 13F +40 shares

    0.29% of the 13F portfolio, value $494,000.

    13F-HR 0001754960-25-000736 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 3,465 shares
    Change vs previous 13F +22 shares

    0.29% of the 13F portfolio, value $461,898.

    13F-HR 0001754960-25-000735 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 3,443 shares
    Change vs previous 13F -53 shares

    0.32% of the 13F portfolio, value $444,016.

    13F-HR 0001754960-25-000734 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,496 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $446,107.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).